TAP - Marketing Initiative

(Transitional Action Program)

Are you ready to TAP into LIFE?

The Fee Advisors Network recognizes that marketing is one of the most important activities to solidify and grow the advisor's practice; yet it is one of the most perplexing issues that we all face.

The Transitional Action Program is designed to assist our members with extended coaching on a one-on-one basis in marketing the LIFE 180°® environment that can clearly distinguish and differentiate the members practice from competitors.

We are not charging our members to participate in the program, but we are asking that they make the same commitment to the program that we are willing to make.

Mr. Joseph W. Maczuga will be working one-on-one with each participant in this four-stage program, that will:

• Help locate undiscovered assets and risk management issues with high-activity (continual contact) clients while providing fiduciary overview.
• Cultivate low-activity (minimal contact) clients while working with high-activity clients.
• Guide you to set an agenda for low-activity client contact, for the potential of upgrading them to high-activity status.
• Help you formulate, through discussion, your marketing campaign to new prospective clients and 3rd parties of influence.

This program is not designed for the advisor to develop analytical expertise. Mr. Maczuga will finesse the advisors capability to articulate the LIFE 180°® concept clearly by becoming familiar with terminology, points of interest and concept presentation. These skills will then continue to develop through practical presentation experience.

During this process, casework experience will reveal additional risk management issues and ways to provide a more secure foundation through the application of fiduciary principles.

Each 'committed' TAP Participant should see a recognizable increase in their revenue stream and the greater potential for new client referrals.

Additional Benefits to TAP:

One-on-One conference calls will be scheduled between the TAP Participant and Mr. Maczuga to discuss obstacles, discover solutions, and formulate new ideas.

If you are interested in finding out more about participating in our TAP Marketing Initiative, contact Janell at (888) 854-0931 to schedule your consultation call with Mr. Joseph W. Maczuga. If you would prefer to send us an email, feel free to do so through our Contact Us link.